Two Earnings Updates and Portfolio Commentary

I thought I'd update members on a couple stocks that could use an update.

First, the good news:

I'm not one for putting much weight on any particular quarter, but Tencent is doing incredibly well, and there latest numbers were pretty amazing. When you zoom out, and think about where this company was ten years ago and compare it to now, it's astonishing. It's also astonishing that the compan...